Global View Capital Management LLC

Fees and Compensation
GVCM is compensated for advisory services through advisory or financial planning fees charged to the client.
Mutual fund companies, ETFs, variable life insurance, and variable annuities charge internally imbedded fees and expenses
for their products. These fees and expenses are in addition to any advisory fees charged by GVCM. Complete details of these
internally imbedded fees and expenses are explained in the prospectuses for each investment. Clients are strongly
encouraged to read these explanations before investing any money. Clients should ask GVCM, or their IAR any questions that
they have about fees and expenses.

Mutual funds shares held in accounts at brokerage firms may pay internally embedded fees that are different from other class
shares held directly at the mutual fund company.

While clients may purchase shares of mutual funds directly from the mutual fund company without an advisory fee, those direct
investments are not considered part of GVCM’s advisory relationship with the client. To wit, these investments would not be
included in GVCM’s investment strategies, investment performance monitoring, or portfolio reallocations.

Please be sure to read the section entitled “Item 12-Brokerage Practices” which follows later in this brochure.

The client pays GVCM advisory fees in arrears of receiving services. Clients may terminate their advisory agreement within five
(5) business days from the date the agreement is executed, without penalty, by providing written notice to GVCM.

Should any party to the agreement terminate the agreement before the end of a billing period, any fees that GVCM has earned
are immediately due and payable, where any unearned fees will be refunded on a pro-rata basis. Fees collected for a financial
plan or annual plan review are not refundable after delivery of the plan and acceptance by the client.

Broker-dealers and other financial institutions that hold client accounts are referred to as custodians (“custodian/broker-
dealer”). The custodian/broker-dealer determines the values of the assets in the portfolio and provides the client with
statements that show the amount paid for advisory services.

The client should review and verify the calculation of the GVCM fees. The custodian/broker-dealer does not verify the accuracy
of fee calculations.

In addition to the advisory fee, the client may be required to pay other applicable charges such as custodial fees, SEC fees,
internal fees and expenses charged by mutual funds, ETFs, or variable annuity/variable life sub-accounts, and taxes on
securities transactions.

Cash can be used as a strategic holding for an indefinite period depending on market conditions and will be billed on as an
asset class.

Flexible Plan Investments Fees
All fees are computed monthly in arrears at a rate equal to one twelfth of the annual fee percentage multiplied by the billable
balance. Billable balance means the value of the assets in the investment account as of the last day of the relevant month.
Fees will be paid from the account to GVCM by the custodian after written authorization from the client.

Fees for the initial month are pro-rated based upon the number of calendar days in the calendar month that the agreement is
in effect. Thereafter, the GVCM fee is calculated based upon the billable balance of the assets in the client’s account at the
end of each calendar month.

                                                              Fee Schedule
                                                 Assets Under Management                        Advisory Fee
                                                      Up to $500,000                              1.00%
                                                   $500,001 - $999,999                            0.75%
                                                   $1,000,000 and Above                           0.50%

Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be
credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the
portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot
exceed 1.60%.

Accounts under $15,000.00 will be charged a non-refundable account set up fee in an amount lesser of 3% of the initial balance
of the account or $350.00. The account set-up fee may be paid by check or from the client account after establishment of the
account.

Personalized Managed Account Program
As part of its Personalized Managed Account Program, GVCM offers both Asset-Based and Transaction-Based product solutions.
The minimum amount of assets required to be invested in each account will vary depending on the investment model, sub-
advisor, strategy, mutual fund, ETF, custodian and/or pricing option selected. These minimum asset levels are set forth in the
Program Brochure. Should the market value of an account fall below the stated required minimum due to withdrawals or market
performance, the IAR or GVCM may require that either additional money be deposited to bring the account value up to the
required minimum or that the account be closed. Client should be aware that certain contributions or withdrawals to an Individual
Retirement Account (“IRA’) might have adverse tax consequences, which should be discussed with client’s independent tax
advisor or legal professional.

The wrap-fee the client pays for this program includes advisory, management, transaction or custodial fees for GVCM’s strategies
and/or other third-party asset managers, mutual funds and ETFs in the Program. In addition to GVCM’s wrap fee, the client may be
required to pay other charges such as internal fees and expenses charged by mutual funds (12b-1), ETFs, variable annuities,
...

Item 7 - Types of Clients

GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and
other businesses. GVCM reserves the right to waive account minimums.

Account Minimums
GVCM, at its sole discretion, may accept clients with smaller portfolios or lower minimums based upon certain factors including:
anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre-existing
client relationships.

GVCM may consider the portfolios of immediate family members to determine if the client portfolio meets the minimum size
requirement. Certain third-party asset managers may have higher minimum account requirements which will be described in the
account opening documentation.

In the event that account values fall below the minimum account value needed to effectively execute trades in client accounts, the
account may: 1) not trade until additional funds are added by the client; or 2) GVCM may choose to discontinue its advisory agreement
with the client.

Mutual Funds and ETFs are subject to various investment minimums not set by GVCM.